Key Points Many AI stocks have continued climbing higher in 2025, pushing up the overall market. However, these three stocks have all been beaten down by short-term worries. They now all trade at exceptional values, making them no-brainer buys. 10 stocks we like better than Marvell Technology › Artificial intelligence (AI) stocks have been the driving force behind the current bull market. Massive spending budgets from big tech companies and investor excitement about the potential for AI has led t ...

Core Insights - Nvidia has experienced a significant increase in value, surpassing $4 trillion since October 2022, making it the only company currently valued at this level [1] - Major tech companies are projected to spend approximately $380 billion on AI infrastructure this year, with Nvidia being the primary beneficiary of this spending [2][3] - Despite Nvidia's strong performance, two other AI companies are expected to exceed Nvidia's value by 2030 due to their growth potential [3][10] Nvidia's Performance - Nvidia's revenue rose by 69% in the first quarter, with adjusted income increasing by 59%, driven by high demand for its chips [5] - The company is facing competition as hyperscalers develop custom silicon solutions, which may impact Nvidia's growth trajectory [6][8] - Nvidia's stock is currently trading at over 42 times forward earnings, indicating high investor expectations that may limit future upside [9] Amazon's Position - Amazon, through AWS, generated $116 billion in revenue over the last 12 months, maintaining a strong market position despite slower growth compared to competitors [12] - AWS's operating margin improved to 36.8%, reflecting strong profitability and a positive long-term trend [13] - Amazon's retail business is also becoming increasingly profitable, with significant growth in high-margin advertising revenue [14][15] Meta Platforms' Strategy - Meta is heavily investing in AI, with a 22% revenue growth last quarter and an expanding operating margin [17][18] - The company's AI capabilities have enhanced ad recommendations, leading to increased ad impressions and pricing [19] - Meta's AI chatbot has reached 1 billion monthly active users, providing additional monetization opportunities [21] - The company is also advancing in augmented and virtual reality, which could unlock further value through AI integration [22]